| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.181.154.663 $ | +56.055.697 $ | +11,0 % | 1.328.083.218 $ | +465.903.005 $ | +13,0 % | 1.175.447.096 $ | -128.786.306 $ | -12,6 % | 1.437.144.602 $ | +616.162.635 $ | +37,0 % | ||
| APPLIED MATERIALS INC /DE | AMAT | 180.468.687 $ | -315.075.258 $ | -63,6 % | 495.543.945 $ | +147.464.482 $ | +42,4 % | ||||||
| Liberty Media Corp | FWONA | 376.531.815 $ | +168.293.693 $ | +80,8 % | 208.238.122 $ | +208.238.122 $ | |||||||
| Woodward, Inc. | WWD | 242.461.808 $ | -54.680.357 $ | -18,4 % | 297.142.165 $ | -50.433.400 $ | -14,5 % | 347.575.565 $ | +5.477.718 $ | +1,6 % | 342.097.847 $ | +53.381.330 $ | +18,5 % |
| HUMANA INC | HUM | 288.715.504 $ | -29.701.214 $ | -9,3 % | 318.416.718 $ | +115.062.382 $ | +56,6 % | 203.354.336 $ | +203.354.336 $ | ||||
| UNITEDHEALTH GROUP INC | UNH | 273.445.536 $ | -27.856.425 $ | -9,2 % | 301.301.961 $ | -9.948.351 $ | -3,2 % | 311.250.312 $ | +121.143.281 $ | +63,7 % | 190.107.031 $ | +190.107.031 $ | |
| Ferguson Enterprises Inc. /DE/ | FERG | 132.798.196 $ | -143.686.383 $ | -52,0 % | 276.484.579 $ | +92.298.592 $ | +50,1 % | ||||||
| MASIMO CORP | MASI | 202.984.252 $ | +202.984.252 $ | ||||||||||
| BlackRock, Inc. | BLK | 132.911.200 $ | +132.911.200 $ | ||||||||||
| 1.181.154.663 $ | +56.055.697 $ | +11,0 % | 1.328.083.218 $ | +465.903.005 $ | +13,0 % | 1.175.447.096 $ | -128.786.306 $ | -12,6 % | 1.437.144.602 $ | +616.162.635 $ | +37,0 % | ||